Energy Finance and M&A

​Solar and Wind
Wind and solar expected to be 50% generation by 2050.
First community Solar + Storage. 1MW rooftop solar + 1MW / 2MWh storage. MA 200 MWh energy storage target.
Solar + Storage at a historically low priceof 3c/kWh for 20 years.
Solar PV module prices expected 24c/Win 2018, down 35% from 37c/W in 2017.
 
Energy Storage
$548 BN being invested in battery capacity by 2050.
Funding for long-term energy storage developmentof 10-100 hours.
A key to succeeding at storage is to combinemany different applications:
(1) Standalone battery
(2) Tolling agreement where the battery owner stores electricity for the local utility for a fee – e.g. 110 MW AES Southland project in southern California.
(3) Buy-sell model - Battery owner buys power during off-peak periods when the electricity is cheap and sells it back to the grid during peak hours.
(4) Storage added to a solar or wind project - Regulates the ramp rate, earns additional revenue by providing ancillary services.
 
Oil and Gas
PE sponsored companies likely M&A candidatesinclude Oil & Gas.
 
Latest News
223 transactions representing $7 BN.